Filed January 12, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,563 | $96,557+116.0% | $80,975+157.6% | $273,961-23.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.48% | 15.14%-0.7pp | 17.10%-2.6pp | 41.45%-27.0pp |
| Employer contribution / active EE | $10,158 | $4,868+108.7% | $3,714+173.5% | $4,869+108.6% |
| Participant deferral / active EE | $8,872 | $6,598+34.5% | $5,696+55.7% | $5,287+67.8% |
| Admin fee / account holder | $765 | $7,492-89.8% | $5,516-86.1% | $10,132-92.4% |